Purchases and Sales Made in Q3 2024 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 2024. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-554- 0.9% |
$115K - $130K
|
60.7K
$13M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-556- 0.88% |
$115K - $131K
|
62.5K
$13.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-557- 2.48% |
$115K - $131K
|
21.9K
$4.69M
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-557- 0.32% |
$115K - $131K
|
174K
$37.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Puzo Michael J
|
SELL
|
- |
-558- 0.63% |
$116K - $131K
|
88.4K
$18.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-559- 0.44% |
$116K - $131K
|
125K
$26.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-560- 0.45% |
$116K - $131K
|
123K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-564- 0.51% |
$117K - $132K
|
111K
$23.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-565- 0.93% |
$117K - $133K
|
60K
$12.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-565- 1.57% |
$117K - $133K
|
35.5K
$7.61M
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-568- 2.07% |
$118K - $133K
|
26.9K
$5.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-570- 1.43% |
$118K - $134K
|
39.3K
$8.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-570- 0.41% |
$118K - $134K
|
139K
$29.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-571- 0.48% |
$118K - $134K
|
118K
$25.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-571- 1.19% |
$118K - $134K
|
47.2K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-572- 1.35% |
$119K - $134K
|
41.9K
$8.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-573- 1.03% |
$119K - $135K
|
55.1K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-575- 0.94% |
$119K - $135K
|
60.4K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-575- 0.56% |
$119K - $135K
|
102K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-577- 0.68% |
$120K - $135K
|
83.7K
$17.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-580- 27.36% |
$120K - $136K
|
1.54K
$330K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-584- 7.13% |
$121K - $137K
|
7.61K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-584- 0.3% |
$121K - $137K
|
194K
$41.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-586- 0.29% |
$121K - $138K
|
201K
$43.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-587- 5.4% |
$122K - $138K
|
10.3K
$2.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-590- 2.0% |
$122K - $139K
|
28.8K
$6.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-591- 0.15% |
$122K - $139K
|
403K
$86.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-591- 0.46% |
$122K - $139K
|
128K
$27.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-593- 1.71% |
$123K - $139K
|
34.1K
$7.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-596- 2.54% |
$124K - $140K
|
22.8K
$4.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-597- 7.03% |
$124K - $140K
|
7.9K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Defender Capital, Llc.
|
SELL
|
- |
-598- 7.67% |
$124K - $140K
|
7.2K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Searcy Financial Services Inc
|
SELL
|
- |
-602- 1.22% |
$125K - $141K
|
48.8K
$10.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
SELL
|
- |
-603- 4.24% |
$125K - $142K
|
13.6K
$2.92M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-604- 14.56% |
$125K - $142K
|
3.55K
$760K
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-606- 1.78% |
$126K - $142K
|
33.5K
$7.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-606- 2.2% |
$126K - $142K
|
27K
$5.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-609- 10.42% |
$126K - $143K
|
5.24K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-609- 1.59% |
$126K - $143K
|
37.6K
$8.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-610- 6.21% |
$126K - $143K
|
9.22K
$1.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-610- 11.09% |
$126K - $143K
|
4.89K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-613- 0.47% |
$127K - $144K
|
129K
$27.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-614- 1.16% |
$127K - $144K
|
52.2K
$11.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-615- 2.53% |
$127K - $144K
|
23.7K
$5.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Campbell Capital Management Inc
|
SELL
|
- |
-617- 0.35% |
$128K - $145K
|
174K
$37.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-617- 1.38% |
$128K - $145K
|
44K
$9.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Sam Advisors, LLC
|
SELL
|
- |
-618- 2.92% |
$128K - $145K
|
20.5K
$4.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-619- 3.68% |
$128K - $145K
|
16.2K
$3.47M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-621- 1.62% |
$129K - $146K
|
37.8K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-622- 3.9% |
$129K - $146K
|
15.3K
$3.29M
|